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For Daylite Self-Serve customers looking to move to Daylite Cloud

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Have questions before moving to Daylite Cloud? Read our FAQ

Technical support for
Self-Serve ends February 28th

Move to cloud to keep getting
support from our amazing team!

Frequently Asked Questions

Can I add or remove users at any time?

Yes. You can add and remove users at any time. If you add a user, you will be charged the pro-rated amount for the current billing cycle (yearly or monthly) immediately. Subsequent billing periods will include the additional user. If you remove a user, your account will be credited the pro-rated amount, which will then be applied to your next invoice.

What happens if I go over 2GB storage per user?

We’ve found that in most cases, 2 GB of storage per user is more than enough for most accounts. However, if you do go over you can buy additional storage in 20 GB intervals per account (not per user). You can add additional storage from your Account Manager.

What are the steps to move to Daylite Cloud?

For full instructions on what's involved in moving to Daylite Cloud, read this article.

How secure is my data?

Your security is very important to us, which is why we’ve gone to great lengths to make sure our systems are secure. For the full details visit our Daylite Cloud Security page.

If I upgrade to the Loyalty plan, will I always get this price?

Yes. If you’ve purchased any previous version of Daylite and you choose to upgrade to the Loyalty plan, while it is offered, your plan will be honoured for as long as you have an active subscription to Daylite. Any additional users you add in the future will also get this price.

I already have a Daylite Cloud account, can I merge them?

It is not possible to merge accounts. You can export data from one Daylite database and import to another.

What are the system requirements to perform my own migration to Daylite Cloud?

To migrate to Daylite Cloud yourself you will need to be on macOS 10.11 or later. If you are on a previous version, please contact us and we can help with your migration to Cloud.

What happens if I stop paying for Daylite Cloud? Can I still access my data?

If you decide to no longer pay for Daylite, you can move to the Limited Free Plan and still access your Daylite Cloud data with limitations on adding additional data.

You've told me I can't migrate to cloud.

We have made improvements on the migration process to Daylite Cloud and have tried to reach out to everyone who had expressed interest in migrating previously but were unable to. If you still have not heard from us please contact us and we would be happy to look into your situation further.

Is there a trial period for Cloud if moving from Self-Serve?

There is no trial period when migrating to Daylite Cloud. Once your migration to Daylite Cloud is finished you would then start your payment cycle.

If I delete something in Daylite Cloud how do I recover without a backup?

Daylite stores all People, Companies, Projects, Opportunities, Groups, Tasks, Appointments, Forms, Email, Notes, and Files in the Daylite Trash. This way if something is deleted accidentally it can be restored, as long as you haven't cleared the trash. Please follow the steps here to restore from the trash.

I have 2 different Self Serve databases that I toggle between. Will I be able to continue to have 2 separate databases in Daylite Cloud? Will I have to pay for both?

We strongly recommend you use only one database, however if you decide to use more than one database you would need to subscribe to both accounts. Databases cannot be merged and it is not easy to swap accounts on iOS. You cannot use the same email address as the admin for more than one Daylite Cloud database, you'll need a different email address for each admin on the account. If you have questions about this, please contact us.

What is Email On Demand?

Email On Demand reduces the size of your offline database stored on your Mac, iPhone and iPad by giving Daylite the ability to download only the emails you want to have on your device, instead of having all your emails, regardless if you need them, during log in. For more questions about Email On Demand, visit this help article.

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